Southby & Co. Financial Planning

Southby & Co. Financial Planning We help and support individuals, families, and local businesses with all aspects of financial planning

We’re looking forward to seeing everyone at the Wroughton Carnival this Saturday!Visit the Southby & Co stand where we’l...
03/07/2026

We’re looking forward to seeing everyone at the Wroughton Carnival this Saturday!

Visit the Southby & Co stand where we’ll have plenty to enjoy for all ages, including:

Paint your own piggy bank
Design your own bank notes
Pimm’s & Non-alcoholic fruit punch

Whether you’re joining in the carnival or just passing by, we’d love to see you. Come and say hello, get creative, and enjoy a refreshing drink with us.

See you on Saturday!

Wroughton Carnival

02/07/2026

We take our marketing duties very seriously…..

All jokes aside we will keep to the day job 🤣

30/06/2026

It’s just not the same when your work bestie is off 😢

Who can relate to this? ….

In the latest edition of TBE Swindon & Wiltshire, I share a piece on what giving back to the community really looks like...
29/06/2026

In the latest edition of TBE Swindon & Wiltshire, I share a piece on what giving back to the community really looks like, and it’s not always about money.

If you’re out and about on your business travels, do pick up a copy and have a read, it’s a great local publication and always full of interesting insight from across Swindon & Wiltshire.

Thinking about downsizing?It can be a great way to simplify life, reduce costs or release money for retirement, but it's...
26/06/2026

Thinking about downsizing?

It can be a great way to simplify life, reduce costs or release money for retirement, but it's a decision that deserves careful planning.

Our latest article explores:
• Why people choose to downsize
• The financial pros and cons to consider
• The importance of making the move for the right reasons
• Why taking financial advice could help you see more options than you realise

Downsizing isn't just about moving house, it's about making sure your home continues to support your lifestyle and long-term financial goals.

Before making any big decisions, speak to your financial adviser to understand all your options.

Read the full article via the link below www.southbyfp.co.uk/article/detail/sjpp/is-downsizing-the-right-move-for-you.html

At Southby & Co, giving back to our local community is something that’s incredibly important to us, which is why we’re p...
22/06/2026

At Southby & Co, giving back to our local community is something that’s incredibly important to us, which is why we’re proud to be supporting Wiltshire Treehouse as part of our Summer of Fundraising 2026.

Wiltshire Treehouse provides vital support to children and young people navigating grief and bereavement, and throughout the summer our team will be taking on a number of fundraising challenges to help support their amazing work.

Jenny has already completed the Bristol Half Marathon, with plenty more still to come:

A 26-mile charity walk from Stonehenge to Avebury in August

Dave and Jenny taking on the Swindon Half Marathon in September

Every donation will help Wiltshire Treehouse continue making a real difference to local families when they need it most.

Thank you to everyone who has supported us so far, we’re looking forward to continuing the journey over the months ahead.

An achievement we're incredibly proud to share…Last night Southby & Co was recognised as **Highly Commended** at the FT ...
19/06/2026

An achievement we're incredibly proud to share…

Last night Southby & Co was recognised as **Highly Commended** at the FT Adviser Workplace Excellence Awards for both the **Women’s Equality Champion** and **Mental Health Advocacy Award** categories.

Being acknowledged for creating a workplace where people feel supported, valued, and empowered is something we’re incredibly proud of. These recognitions reflect the culture we’ve worked hard to build and, most importantly, the fantastic people who make Southby & Co what it is.

A huge thank you to our team for their continued commitment, care, and dedication every day. This recognition belongs to all of you.

Happy Work Anniversary, Neil!Today we're celebrating Neil's anniversary with Southby & Co.Since joining the team in 2023...
19/06/2026

Happy Work Anniversary, Neil!

Today we're celebrating Neil's anniversary with Southby & Co.

Since joining the team in 2023 as Practice Administrator, Neil has played a key role in keeping everything running smoothly behind the scenes. From supporting our advisers and clients to managing communications and ensuring information is accurate and up to date, his attention to detail and dedication are invaluable to the business.

Thank you, Neil, for all your hard work and support over the past three years. We're grateful to have you as part of the Southby & Co team and look forward to many more years ahead.

Address

23 High Street, Wroughton
Swindon
SN49JX

Opening Hours

Monday 9am - 5:30am
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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